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Cetera Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History

Cetera Advisors’s Portfolio JMUB Stock Details JMUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.48M Buy
29,147
+7,369
+34% +$374K 0.01% 964
2023
Q4 		$1.11M Buy
21,778
+6,085
+39% +$299K 0.02% 738
2023
Q3 		$759K Buy
+15,693
New +$779K 0.01% 846

Other funds holding JMUB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Cetera Advisors's JMUB Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Municipal ETF (JMUB) stake by 34% in Q1 2024, buying an estimated $374K and bringing the position to 29,147 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #964.

Cetera Advisors first reported a position in JMUB in Q3 2023 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold JMUB as of Q1 2024.

  • Cetera Advisors held 29,147 shares of JPMorgan Municipal ETF worth $1.48M as of Q1 2024.
  • Cetera Advisors bought 7,369 JPMorgan Municipal ETF shares in Q1 2024, an estimated $374K.
  • JPMorgan Municipal ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #964 holding.
  • Cetera Advisors first reported a position in JPMorgan Municipal ETF in Q3 2023 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held JPMorgan Municipal ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.